WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$870M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$813K
3
+$650K
4
CF icon
CF Industries
CF
+$600K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$574K

Top Sells

1
+$10.8M
2
+$1.08M
3
+$809K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$804K
5
DD
Du Pont De Nemours E I
DD
+$730K

Sector Composition

1 Healthcare 11.65%
2 Technology 11.3%
3 Financials 9%
4 Industrials 7.96%
5 Energy 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$23K ﹤0.01%
242
677
$23K ﹤0.01%
1,000
678
$23K ﹤0.01%
717
679
$22K ﹤0.01%
1,158
680
$22K ﹤0.01%
500
681
$22K ﹤0.01%
415
682
$22K ﹤0.01%
198
683
$22K ﹤0.01%
472
684
$22K ﹤0.01%
252
685
$22K ﹤0.01%
610
686
$22K ﹤0.01%
225
687
$22K ﹤0.01%
973
688
$22K ﹤0.01%
5
689
$21K ﹤0.01%
500
690
$21K ﹤0.01%
90
691
$21K ﹤0.01%
2,000
692
$21K ﹤0.01%
500
-300
693
$21K ﹤0.01%
424
694
$21K ﹤0.01%
237
695
$21K ﹤0.01%
548
696
$21K ﹤0.01%
624
697
$21K ﹤0.01%
1,200
698
$20K ﹤0.01%
479
699
$20K ﹤0.01%
697
700
$20K ﹤0.01%
1,729
26 27
28
29 30